large language model

also referred to as: large language models · llm

5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →

Everything said about large language model, oldest first

Oct 11, 2024 positive
Insight
Incumbent software systems will capture AI value through existing data gravity
“So I think if that happens and that's what the world looks like, then a LLM looks kind of like a query processor in a database. You give it context, it does its work, you get the answer out. But the point of leverage is the place with, at which the context Liv…”
Alex Kolicich Oct 11, 2024 ▶ 9:45 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
Oct 16, 2024 bullish
Prediction Not checkable as stated
Deep vertical software will survive displacement by AI large language models
“If you get within these like deep vertical workflows and very industry specific software will persist and ultimately it's hard to compete with if you're just trying to use large language models or code generators to try and compete. Like I think, I still think…”
Jeff Morris Jr. Oct 16, 2024 ▶ 48:05 Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
Feb 21, 2025
Assertion Supported
Diamond: Young people adopt LLMs faster than any group except engineers
“Outside of all software engineers, young people are adopting the technology at the fastest clip”
Dylan Diamond Feb 21, 2025 ▶ 21:28 Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
Oct 10, 2025 bearish
Prediction Not checkable as stated
Siddharth: Custom LLMs will allow investment firms to employ fewer analysts
“I think, like, the best firms are already doing this, ah, to help an investment analyst make better decisions faster, and eventually with significantly fewer people.”
Jonathan Siddharth Oct 10, 2025 ▶ 42:22 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Feb 5, 2026 bearish
Opinion
Das: At least 90% of AI startups are just modifying LLM prompts
“And if you prod deep enough, I would say for at least 90% of companies, they're actually just, like, changing a prompt on an LLM, right? And then they're pitching all of this other stuff that they hope exists or want to believe. Could be the future of what the…”
Didi Das Feb 5, 2026 ▶ 38:57 How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
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